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Welcome to Will & Estate Planning

When it comes to planning for the future, we believe in putting our clients and their families first.

We appreciate that planning for all eventualities is not something you undertake lightly. We'll provide you with the information you're looking for, as well as providing you with a FREE personalised Will & Estate Planning Report. You can then make the decision that is best for you and your family.

Call us on 0800 804 6979 to speak with one of our friendly advisers, they can then arrange your personalised report.

Priva cy​ Policy

This Privacy Policy Baystrait Ltd Trading as Will & Estate Planning

Tel;01767 660250


1. Your Rights

1.1 As a data subject, you have the following rights under the GDPR, which this Policy and

1.2 Our use of personal data have been designed to uphold:

1.3 The right to be informed about Our collection and use of personal data;This privacy notice, together with our Cookies Policy, fulfils our obligation to tell you about the ways in which we use your ​information as a result of you using this website.

1.4 The right of access to the personal data We hold about you You have the right to ask us for a copy of any personal data that we hold about you. This is known as a "Subject Access Request". Except in exceptional circumstances (which we would discuss and agree with you in advance), you can obtain this information at no cost. We will send you a copy of the information within 30 days of your request.

1.5 The right to rectification if any personal data We hold about you is inaccurate or incomplete (please contact Us.

1.6 The right to be forgotten – From 25 May 2018, you can ask that we erase all personal information that we hold about you. i.e. the right to ask Us to delete any personal data We hold about you. Where it is appropriate that we comply, your request will be fully actioned within 30 days. For further information, please contact 01767 660250 or alternatively, please contact Us via email at

1.7 The right to restrict (i.e. prevent) the processing of your personal data; If you wish us to restrict the use of your data because (i) you think it is inaccurate but this will take time to validate, (ii) you believe our data processing is unlawful but you do not want your data erased, (iii) you want us to retain your data in order to establish, exercise or defend a legal claim, or (iv) you wish to object to the processing of your data, but we have yet to determine whether this is appropriate, please contact Us by email at

1.8 The right to data portability (obtaining a copy of your personal data to re-use with another service or organisation) If you would like to move, copy or transfer the electronic personal data that we hold about you to another organisation please contact Us.

1.9 The right to object to Us using your personal data for particular purposes; and

1.10Rights with respect to automated decision making and profiling. If you would like to object to automated decision making without any individual involvement, and to the profiling of your data please contact us.

1.11 If you have any cause for complaint about Our use of your personal data, please contact Us We will do Our best to solve the problem for you. If We are unable to help, you also have the right to lodge a complaint with the UK's supervisory authority, the Information Commissioner's Office.

1.12 For further information about your rights, please contact the Information Commissioner's Office or your local Citizens Advice Bureau.

2. What Data Do We Collect?

We may collect some or all of the following personal and non-personal data


•date of birth;


•business/company name

•job title;


•contact information such as email addresses and telephone numbers;

•demographic information such as post code, preferences, age group, social profile, and interests;

3. How Do We Use Your Data?

3.1 All personal data is processed and stored securely, for no longer than is necessary in light of the reason(s) for which it was first collected.

We will comply with Our obligations and safeguard your rights under the Data Protection Act 2018 and GDPR at all times.

3.2 Our use of your personal data will always have a lawful basis, either because it is necessary for Our performance of a contract with you, because you have consented to Our use of your personal data Providing and managing your Account;

•We will use your personal contact information to contact you by telephone or email and liaise with you regarding our services and products that may be of interest to you;

•Supplying Our products and/or services to you (please note that We require your personal data in order to enter into a contract with you);

•Personalising and tailoring Our products and/or services for you;

•Replying to emails from you;

•Market research;

3.3 With your permission and/or where permitted by law, We may also use your data for marketing purposes which may include contacting you by email and/or telephone and/or text message and/or post with information, news and offers on Our products and/or services. We will not, however, send you any unsolicited marketing or spam and will take all reasonable steps to ensure that We fully protect your rights and comply with Our obligations under the Data Protection Act 2018 or GDPR and the Privacy and Electronic Communications (EC Directive) Regulations 2003.

3.4 You have the right to withdraw your consent to Us using your personal data at any time, and to request that We delete it.

3.5 We do not keep your personal data for any longer than is necessary in light of the reason(s) for which it was first collected or to comply with any legal regulatory or reporting obligations or to assert or defend against legal claims.

Data will therefore be retained for the following periods (or its retention will be determined on the following bases):

•Pre- Information: Any information we hold that does not lead to a sale will generally be kept for a period of 12 months. If you have asked us not to contact you it will be necessary for us to keep your basic contact information within our suppression files for the purposes of recording and complying with your request.

•Post Information: Due to the nature of the business of Estate Planning we will keep any information indefinitely due to the importance of providing on-going customer service.

4. How and Where Do We Store Your Data?

4.1 We only keep your personal data for as long as We need to in order to use it as described above as long as We have your permission to keep it.

4.2 Data security is very important to Us, and to protect your data We have taken suitable measures to safeguard and secure data collected.

4.3 Strict access controls.

4.4 Regular security audits.

5. Do We Share Your Data?

5.1 Subject to section 5.2, We will not share any of your data with any third parties for any purposes without your consent unless we are legally obligated to do so.

5.2 In certain circumstances, We may be legally required to share certain data held by Us, which may include your personal data, for example, where We are involved in legal proceedings, where We are complying with legal obligations, a court order, or a governmental authority.

5.3 We may share your data with other companies in Our group details of which are listed in Schedule Two for those purposes stated within that Schedule Two. This includes Our holding company and its subsidiaries.

5.4 We may sometimes contract with third parties to supply products and services to you on Our behalf. These may include payment processing, delivery of goods, search engine facilities, advertising, and marketing.

5.5 In certain circumstances, We may be legally required to share certain data held by Us, which may include your personal data, for example, where We are involved in legal proceedings, where We are complying with legal requirements, a court order, or a governmental authority.

6. What Happens If Our Business Changes Hands?

6.1 We may, from time to time, expand or reduce Our business and this may involve the sale and/or the transfer of control of all or part of Our business. Any personal data that you have provided will, where it is relevant to any part of Our business that is being transferred, be transferred along with that part and the new owner or newly controlling party will, under the terms of this Privacy Policy, be permitted to use that data only for the same purposes for which it was originally collected by Us.

6.2 In the event that any of your data is to be transferred in such a manner, you will not be contacted in advance and informed of the changes. When contacted you will, however, have the choice to have your data deleted or withheld from the new owner or controller.

7. How Can You Access Your Data?

You have the right to ask for a copy of any of your personal data held by Us (where such data is held). Under the GDPR, no fee is payable and We will provide any and all information in response to your request free of charge. Please contact Us for more details. 

Contact Us


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